Customer to tag another person on Case in Customer Service Portal?
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05-14-2024 07:02 PM
Is there a way for a customer to tag someone else on a Case in the Customer Service Portal?
For example, KB is the customer and has opened a Case via the Customer Service Portal.
JD is the agent working the Case.
KB wants to include her manager on the Case to keep the manager in the loop of what's going on in the Case.
Is that possible for a customer to do via the portal?
(I know on the backend the watchlist and tagging can be used - but - I have not seen this done on the customer side in the portal).
Thanks in advance!
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05-15-2024 05:29 AM
@Community Alums I had a feeling it would be a customization but didn't know if it could even be done.

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05-15-2024 10:40 PM

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05-20-2024 07:35 AM
Hi @KimB9 ,